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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,619 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,642 | $102,422-18.3% | $147,117-43.1% | $80,959+3.3% |
| Participation rate | 89.0% | 75.9%+13.2pp | 82.2%+6.9pp | 67.7%+21.4pp |
| Annual return | 14.94% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,905 | $3,717+31.9% | $4,932-0.6% | $2,757+77.9% |
| Participant deferral / active EE | $10,030 | $6,652+50.8% | $8,065+24.4% | $4,300+133.2% |
| Admin fee / account holder | $521 | $7,953-93.5% | $12,993-96.0% | $6,925-92.5% |